Accounting Updates

Recent updates to Sage One Accounting.

2017

28

August

Wednesday

2016

Simple Inventory

Whether you’re a hairdresser wanting to keep track of shampoos or hair cream, a corner shop buying and selling confectionery, fruit or alcohol……we’re really excited to announce the first phase of our Inventory release to Sage One Accounting.

Sage One Accounting will help you manage in-flows and outflows of your stock a breeze and it will be a real time saver for your business.

Import and Create Stock Items

Either import your stock items in bulk from a spreadsheet, or create stock items individually. You can choose to have up to 10 different sales prices, set the purchase cost price as well as setting the minimum stock levels and re-order quantities.

Automatically adjusting stock on Invoices

Whether you’re raising Sales Invoices, Purchase Invoices or Credit Notes….Sage One will effortlessly adjust your stock levels. When your raising Sales Invoices and including stock items, at a glance you can check you have enough in stock or whether you’re going below your minimum stock levels.

Keeping track of your stock activity

Your stock records give you instant access to the inflows and outflows, quantity in stock, sales and purchase of stock and so much more.

Manage Stock Adjustments

If you’ve carried out a stock take and established you’ve either more in stock that you thought…..or some stock has become lost, damaged and stolen, then making stock adjustments is so quick and simple.

And so much more to come…

This is just the start of our enhancements to Inventory, over the coming weeks and months we will be introducing Purchase Orders, Sales Orders, Stock Valuation Reports, Converting Non Stock Items to Stock Items and so much more…

1

May

Wednesday

2016

Customized Invoices

You can now customize how your printed invoice documents look! Change the headings, contact details, colors and fonts. We've also created some new template designs for you to enjoy.

General Ledger Report

Now you can choose which ledger accounts to export, and these will be included on the summary and detailed exports. You can still export all the data, by not selecting any ledger accounts.

Profit & Loss Report

The Profit and Loss report now allows you to show percentages for either profit and total sales, or profit and total for each section.

Improvements

• You can now set default ledger accounts for other payments, receipts, sales, income and expenses.

• We've increased the number of lines shown on the payment allocation screen.

• The setup wizard for new users has been redesigned and is more responsive.

Other improvements ShowHide

Fixed: Editing email defaults caused an error when you are not the business owner.

Fixed: Sometimes when adding an adjustment to the cashflow forecast, you were asked to reload the page

Fixed: For very large amounts, the printed invoices did not show decimals.

Fixed: In check printing, sometimes the vendor address was printed in the incorrect position.

Fixed: When exporting customers, some columns were incorrectly exported.

Fixed: Sometimes the quote number was not fully visible on the quotes grid.

Improvements

• New columns have been added to the Sales Tax Report, for Agency, Taxable Sales and Tax Rate.

18

Jan

Wednesday

2016

New Check Printing

You can now print checks for vendor payments and customer refunds directly from Sage One. Use the new Check Register page to print many checks in one go, or individually.

Get started and print a test check on the Check Printing Settings page.

Customer Statements

You can now send or generate statements for all of your customers in one go.

Choose how each customer should receive their statement, such as e-mail or post, in their contact options.

New 1099 Vendor Report

The new 1099 Vendor Report lists 1099 vendors you have paid within a calendar year, helping you determine if you need to issue IRS 1099-MISC forms. A 1099 Vendor check box and Vendor Tax ID field have been added to vendor contact pages.

Other improvements ShowHide

Fixed: You can no longer delete contacts associated with a draft artefact.

Fixed: Brackets were visible around negative numbers on some CSV exports.

Fixed: You no longer get an intermittant error when refunding a paid invoice.

2016

07

Dec

Wednesday

2016

Trial Balance Report

The periodic trial balance report is now part of the main trial balance report, with a new option to only show the current years profit and loss. This includes the ability to drill down on your debits and credits, to either the general ledger detail or the profit and loss report.

General Ledger Report

We've added "Period Variance" to the general ledger report, showing ledger account movement in a given period.

E-mail Address Validation

We've extended e-mail suggestions to editing a customer or vendor. The e-mail address is now checked for common mistakes and Sage One may suggest an alternative. Simply click the suggestion to accept it, but you can also ignore the suggestion if you prefer.

Other improvements ShowHide

Improved: Redesigned Settings page makes it easier to find settings and set up Sage One.

Improved: Restyling of the Invoice Form Settings page.

Fixed: You can no longer delete contacts associated with a draft artifact.

Fixed: Brackets were visible around negative numbers on some CSV exports.

Fixed: You no longer get an intermittent error when refunding a paid invoice.

Fixed: Error when running General Ledger report with analysis category of "none".

Fixed: Logos were being sized incorrectly on statements and remittance advice.

Profit and Loss Report improvements

You can now specify the end date for your Profit and Loss report, allowing you to exclude partial periods.

A/P and A/R Aging Report improvements

Transaction Due Date is now included in the Accounts Payable and Accounts Receivable Aging Reports. In addition, multicurrency transactions are now shown in their original currency instead of your local currency.

Other improvements ShowHide

Improved: New Countries now available for Contacts: British Virgin Islands, Falkland Islands, Guernsey and Jersey.

Improved: Contact name is now shown on statements.

Fixed: Alignment of totals on Journals screen.

Fixed: You can now copy and paste notes, terms & conditions from the invoice view pages.

Attachments

You can now add attachments to Purchase Invoices, Purchase Credit Notes and Journals. Upload images or PDF's and keep track of receipts or other items including the ability to view, zoom, rotate and download as a file.

You can also drag files right on to the page:

E-mail Address Validation

When creating a new customer or supplier, the e-mail address is now checked for common mistakes and Sage One may suggest an alternative. Simply click the suggestion to accept it. We will add the same functionality to the contact view and edit pages soon.

Other improvements ShowHide

Improved: You can now enter dates in DDMM format.

Improved: Continued update of PDF reports to new design.

Improved: Settings screen layout has changed, part of a series of improvements being delivered soon.

Improved: The Irish VAT return is printed/exported with an improved design.

Fixed: Grid size is now saved on the contact view page.

24

Oct

Monday

2016

Statements / Remittance Advices

Customer/Supplier Statements, and Supplier Remittance Advices can now be used with window envelopes.

Fixed: Printing remittance advice for a customer refund sometimes gave an error

Fixed: Changing contacts on an invoice no longer overrides tax rates

Fixed: Aged creditors/debtors report showed allocated transactions

Fixed: When saving and printing a draft sales invoice, the amount paid and amount oustanding were incorrect

Fixed: Customer and Supplier screens now only show customers and suppliers respectively

15

Aug

Monday

2016

Quick Entries

You can now enter longer details when entering and importing quick entries.

Profit & Loss

We've added pennies into the P&L comparison report including PDF and CSV exports.

Delivery Address

You can change the behaviour of the Delivery Address during Invoicing, to default to Blank, Same as Invoice, or the Delivery Address for that Contact. This is useful for Service businesses, who don't want to show a Delivery Address on their Invoices.

Other improvements ShowHide

Fixed: The PDF version of the P&L report no longer wraps nominal account names

Fixed: On the P&L report, you no longer get an error when selecting an analysis category of 'none'

Fixed: The Receipts and Payments Daybook CSV export now has correct column headings

Fixed: Various help links have been corrected

Fixed: In Sage One Start, when viewing your Cashbook you were unable to change the date period

01

July

Monday

2016

Contact Addresses

We've improved the contact address area on sales and purchase artefacts. There is now a setting to control delivery address options.

Zero Value Warning

You will now be warned if you attempt to save a zero valued invoice, credit note, quote or estimate.

Improved Workflow

We've now changed the behaviour of the Save button when entering Invoices, Quotations and Estimates. Instead of being taken to the relevant list, you're now shown a view of the document you've just created. From here you can easily choose (where appropriate) to Print, Email, Copy, Create a Shipping Note, Record a Payment or Add another.

Duplicate Contact Reference Checking

When creating new Customers & Suppliers, we'll automatically check for existing references as you leave the field, as opposed to waiting until you try and save the contact.

Email Remittance Advices

Following feedback you can now email a Remittance Advice as you save it and the email address is automatically filled in from the Supplier record.

Other improvements ShowHide

Fixed: You can now Email Remittance Advices without having to save first, with the email address being automatically completed.

Fixed: When exporting the detailed audit trail, extra data was visible at the end of each row.

Multi-Select Documents for Print / Email

We've extended this feature to the customer & supplier activity list allowing you to select upto 15 Invoices, Credit Notes and email them in one go or create a single PDF.

Delivery Notes

You can now create a delivery (or shipping) note for Quotes or Estimates. We've also added new options in the settings area, to allow you to show invoice / quote notes on the delivery note, as well as include full contact details (name, phone & e-mail).

Customer Feedback & Support

We've redesigned the feedback feature so you can now ask for support as well as offering feedback on Sage One.

Other improvements ShowHide

Fixed: When viewing allocations linked to a receipt created via bank feeds you got an error.

Fixed: Sometimes you were unable to delete customer receipts.

Fixed: The 'create new customer' link on the 'Top 5 dashboard' incorrectly linked to 'create new supplier'.

Fixed: When sorting the ledger accounts list by category group you got an error.

Fixed: Long references caused the audit trail report to look messy.

Fixed: Tax rates for 'rest of world' customers were not shown correctly.

Fixed: Sometimes the closing balance on the nominal activity report was incorrect.

Fixed: Occasionally the Aged Reporting would should paid transactions as outstanding.

06

June

Thursday

2016

Multi-Select Documents for Print / Email

You can now select upto 15 Invoices, Credit Notes, Quotations & Estimates and email them in one go or create a single PDF. Useful if you need to resend invoices to a customer, or perhaps print all the invoices entered today in one go.

Email Remittance Advices

We've now added the ability to send Remittance Advices directly to your suppliers. Just click 'Email Remittance Advice', and its done.

Advanced Menu

The menu in Sage One is designed for users who are now familiar with Accounting terms. If you're a user who understands concepts like 'Sales Ledger', then you can now choose an alternative menu structure where features are grouped by Accounting Ledgers. This is ideal for Accountants and Book-Keepers.

Other improvements ShowHide

Improved: You can now filter to show only 'Overdue' Invoices, or click 'More' on the Dashboard to view them quickly.

Improved: You can now choose the default number of rows to be displayed in grid across the Sage One application.

Improved: Logos on Invoices, Quotations, Estimates and Credit Notes will now be sharper (note you may need to re-upload your original logo to benefit from this).

Fixed: In the beta P&L report, the Year shown at the top of the report wasn't always correct.

23

May

Monday

2016

Delivery Notes

You can now create a delivery (or shipping) note for Invoices, these have no financial values, just the details required to ship goods, and also have options to include a signature area for confirmation of receipt.

Copy Emails to Contact

You can now set multiple contact email addresses to be added to an email. This is useful if you need to send Invoices to multiple people at the same Customer.

Detailed Nominal Activity (BETA)

A full breakdown of Nominal Activity can now be created as either a PDF for printing, or as a CSV file to use with another program such as GoogleSheets or Excel.

09

May

Monday

2016

Updated P&L report (BETA)

The date selection now starts at your first transaction date, eliminating historic years that were empty. We've also made some minor layout and tooltip improvements.

Audit Trail

We've suppresed zero values from the audit trail debit and credit columns making it easier to read.

Other improvements ShowHide

Improved: We've created some help articles for Sales Estimates.

Fixed: When filtering Sales Invoices or Bank Accounts, the "All' option disappears. Now it stays where it should.

Fixed: In the beta P&L report, when you clicked the net profit and loss row you got an error. This is fixed.

25

Apr

Monday

2016

Sales Estimates

You can now create Sales Estimates, with their own Terms and Conditions.

Other improvements ShowHide

Improved: Sales & Purchase Daybook Export to CSV, now includes Contact Reference as a separate field.

Fixed: Bank Accounts weren't always shown in a consistent order, now they are.

Fixed: Pay or Allocate didn't always remember the selection of invoices when performing allocation, this meant you had to select invoices twice. Amnesia fixed.

Fixed: Attempting to edit a transaction prior to lockdown date didn't show an error - it does now.

VAT Return Status

VAT Returns now show more details about submissions, including the current status, when it was made, by whom, as well as the relevant Correlation ID (where applicable).

Other improvements ShowHide

Improved: P&L Export CSV now includes more columns to make it easier to work with your data.

Improved: Bank Statement Import now supports more Banks.

Fixed: Editing Other Receipt/Payment resulted in a 'Sad Plant' error. It doesn't any more.

Fixed: When creating an invoice, if you choose Save & Email, hit Cancel, and then Save, you would get a duplicate Invoice. Whilst it looks good for Sales, it wasn't great for your customers.

Fixed: Reports help hard to reach, as ? button was un-clickable - now it is.

Fixed: Users who had read-only access to settings were shown a Save button, but then given an error when they clicked it. Now there's no button.

24

Mar

Thursday

2016

New Service Invoice Templates

New Invoice templates for Service Invoicing, where line detail is restricted to Description, VAT Rate, and Net Amount. Also Delivery Address section is only displayed when required.

Credit Card Statement Import

You can now import credit card statements into Sage One, using the QIF and OFX file formats.

Bigger Default Text character limit

We have Increased the maximum character limit of Default Quote Text in Invoice Settings to 2,000.

10

Mar

Thursday

2016

Updated P&L report. Period comparison (BETA)

Continued improvements to the new P&L report, this time adding the ability to compare two periods, as well as view year to date figures.

Favourite Reports

Ever found it difficult to find the report you're looking for, well now you can mark the reports you use often and see them in a single view.

Updated Banking Screen

We've refreshed the Banking tiles to show information more clearly, it's now easier to indentify the different types of bank accounts, and you can now click anywhere on a Bank Tile to access the bank account detail.

Invoicing, Quotes

You now have more room to enter notes and Terms and Conditions on an Invoice or Quote.

Return of Trading Details (Ireland only)

Sage One will now help you complete future Return of Trading details reports.

25

Feb

Thursday

2016

Updated P&L report (BETA)

Now you can export in PDF and CSV formats. We’ve also removed the pennies and fixed some text wrapping to make things clearer. Tell us what you think!

Updated Journal Entry

We've included a balance line to help you balance your journals.

Performance Improvements

Improved Profit & Loss report

We've improved the Profit & Loss report and you can now try a new version and tell us what you think. This is a "beta" feature which means we are still working on it and will keeping adding improvements. Let us know what you think.

Support for long descriptions

You can now use up to 2000 characters of text in your line descriptions for sales invoices, sales quotes and sales credit notes. Perfect for detailed product or service information.

10

Feb

Wednesday

2016

Improved contact creation

Redesigned new contact page to allow faster and more convenient creation of new customers or suppliers.

Improved report menu

As part of ongoing improvements to the reports menu, we've given clearer descriptions to each report and each report now has its own tile.

Faster CSV import

We've speeded up importing of products, services and opening balances.

27

Jan

Wednesday

2016

Automatic Product Price Selection

You can now set the default product price you want to apply to a customer. This means that when creating Sales Quotes and Invoices the correct price is automatically selected.

1. Set your price labels

2. Set prices for product

3. Set default price for customer

4. Enter customer and product on invoice, and correct price is selected

Improved Trial Balance

You can now choose to display the brought forward values in your trial balance, as opposed to just showing values for a specific date range.

Email Messages

You can now choose different default emails messages, when sending Quotes, Invoices, Credit Notes, Statements, Reports and Lists.

2015

16

Dec

Wednesday

2015

Split Transactions

You can now split transactions across multiple ledger accounts whilst importing bank statements . For example where a card payment at a garage covers fuel and food, the single statement line can be split against two different expense ledger accounts.

Nominal activity report improvements

You can now see the opening and closing balances for a given nominal account, date range and analysis code in the detailed nominal activity report.

Credit card statement import

It's now possible to import credit card statements into Sage One using the OFX formats.

24

Nov

Tuesday

2015

Visual enhancements

Sage’s new brand has come to Sage One, with an improved user interface and navigation style. By applying colour, contrast, fonts, spacing, and more, we hope you’ll find the new look both beautiful, and more usable. We’ll be evolving our look and feel over time, and we’d love your feedback.

Improvements to getting started

The layout of the setup screens that appear the first time you log in to Sage One is now more streamlined.

Banking improvements

Working with bank feeds is now faster, with a new method of showing when a ‘match’ or ‘create’ is complete. Bank accounts on the ‘Banking’ page are displayed in a new style.

Notification improvements.

All your notifications of success, errors and warnings are shown with a new animation/styling.

Vat Report improvements

The detailed VAT report uses a more efficient layout in PDF format, and we’ve added a CSV format, so you can work with this data in a spreadsheet if you like.

4

Nov

Wednesday

2015

Edit Bank Transfers

You can now edit bank transfer transactions from the bank activity page.

Payment Discounts

You can now add a discount at the point of making a payment against an invoice.

Cleaner Audit Trail

To make the Audit Trail easier to read, where a transaction spans multiple lines and the data is common across those lines, it is shown once.

Improved Quick Create

If you use the Quick Create to create an invoice, quote or payment, whilst viewing a contact, it will be automatically populated with this contact.

Bookmark the Sign In Page

You can now bookmark the Sign In page using the bookmark or favourites functions in your browser.

22

Oct

Thursday

2015

Improved Lists

You can now specify the number of rows returned in a list, and also easily jump to a specific page.

Delivery Addresses

The delivery addresses are now sorted alphabetically in the Invoicing screen making it easier to locate the address you're looking for.

Reporting

The date filters for reports are now more visible, making it easier to ensure you have the right range selected.

User Initials

Reports will now show user initials by default, as opposed to full user name, this enables more room for transaction details. You can still show the full name if you wish by customising the columns on reports.

Audit Trail Report Improvements

Deleted transactions are now shown with a strike-through so they can be easily identified. You can now filter the report to show Active / Deleted transactions or both.

Feedback Tool

The feedback tool has been moved, you can provide us with feedback by clicking the new megaphone icon in the global navigation in the top right corner.

Quick Start Wizard

The Quick Start Wizard has been streamlined, making it even easier to get started using Sage One Accounting.

10

Sep

Thursday

2015

Reply to email

You can set a 'reply to' email address so that replies to quotes, invoices and statements are sent to an alternative address.

Editable email subject lines

The ability to customise the subject line of emails sent from Sage One Accounting.

27

Aug

Thursday

2015

Detailed VAT Report

The report is now more visible on the VAT Return page.

Initial Set Up

Easier to find and select “what the business does” from the list.

Bank transactions

A greater range of days are now shown for manual matching.

12

Aug

Wednesday

2015

Sales Invoices/Credits

New sales invoices or credit notes are will automatically appear at the top of the list, i.e. newest first.

Purchase Invoices/Credits

When saving purchase invoices or credit notes you can now choose "Save and New" to create another invoice or credit without leaving the existing screen.

Reports

Changes to the order of reports to show latest first.

Sorting

You can now sort by total, net and vat on the sales and invoices lists.

Data Entry

If you have entered data then try to navigate to another page you will get a warning before you leave the page if you have not saved your data.

15

Jul

Wednesday

2015

Email Defaults

You can now set a default message which you can customise when you email an invoice, statement or other document.

Email Dialog Improvements

We have redesigned and improved various elements of the email dialog (where you enter the recipient and sender email address, add attachments and personalised message).

Sage One Accounting

Sage One Accounts Extra has been renamed 'Sage One Accounting'.

Minor improvements

We've removed the 'View / Edit Account' link from bank account tiles and incorporated it into the Bank Account name page.

1

Jul

Wednesday

2015

Quick Create button

The new 'Quick Create' button lets you access your most commonly used items faster.

EU VAT improvements

Enable EU Goods / Services for 'Rest of World' customers when the business is a flat scheme.

Stability & Performance

Includes general performance and stability improvements.

3

Jun

Wednesday

2015

Stability & Performance

Includes general performance and stability improvements.

20

May

Wednesday

2015

Quick Start

A streamlined process to guide you through getting started (new businesses only).

Getting Started

A redesigned getting started page to help you start managing your business even quicker.

Document Templates

Two new templates for Invoices, Quotes and Credit Notes, that are compatible with window envelopes.

Usability

Improved pick lists for selection and creation of Products and Services, when creating invoices, quotes and credit notes.

Banking

A redesigned, more usable and customizable Banking page making it easier to connect to an online bank account and access imported transactions.

Bank Feeds

An improvement to provide the ability to mark a VAT return as paid / recieved by matching a bank feeds statement line.

30

Apr

Thursday

2015

Bank Feeds

Securely connect Sage One to your online bank account so you always have an accurate overview of your business finances. With automatic bank feeds in place you'll no longer need to download and import bank statements manually into Sage One. (Read more).

16

Apr

Thursday

2015

Support for Registered Business Address

The ability to add your Registered Business Address to be displayed on your Invoices, Quotes and Credit Notes.

Credit Limits

The ability to show the credit limit set for each contact in the Customer or Supplier list.

8

Apr

Wednesday

2015

Purchase Quick Entries & Invoices – Duplicate Checking

- Added a warning whereby if a purchase transaction (either quick-entry or via the purchase invoice screen) is entered and a previous entry with similar details already exists, the user will be warned - In quick entries specifically – this warning will apply to quick entries in the current ‘batch’ or when previously posted.

Nominal Summary

Redesign of Nominal Activity to show a summarised view with brought and carried forward balances and movement for the selected period.

Customer and Supplier Statements

The addition of the Reference column.

Reports - Date Ranges

Introduction of date range selection to further reports.

Unallocated Receipts & Payments Reports

Added reporting to display payments/receipts which have an unallocated balance, i.e. have not been fully allocated to an invoice(s). This report will display by supplier/customer with their associated account balance.

11

Mar

Wednesday

2015

New Customer Statements

You can now choose a new 'Outstanding Item' statement that lists all items that make up the balance on a Customer or Supplier account.

New Document Management Screen

- The invoice management screens have been completely redesigned and improved. Sales and purchases, invoices, credits and quotations have all benefited from this update.
- We now have added a ‘view’ mode where users will manage individual transactions and use as an enquiry view. The styling, usability and extended features are further described in the help text.

Reports - Date Ranges

It's now possible to quickly select date ranges on the Profit and Loss, Trial Balance and Periodic Trial Balance Reports.

Reports Menu

The Reports Menu page has been re-designed with a new visual style, whilst also grouping similar reports together making it easier to navigate.

Account Allocations Process

Additional reference information is now displayed enabling users to better determine which receipts and payments should be assigned to which invoices.

Aged Debtor/Creditor Report - Sorting

The aged reports can now display the selected content by amount (highest/lowest) or by contact name alphabetically.

Periodic Trial Balance

The Periodic Trial Balance – which previously was only available on-screen or in .PDF format, can now be exported to .CSV to view in Excel.

25

Feb

Wednesday

2015

Credit Limits

The ability to specify a credit limit for Customers and Suppliers with an indication on the Aged Debtors and Creditors Reports when a customer or supplier account is nearing or has reached that limit.

Reports

Manage Data

Stability & Performance

Includes general performance and stability improvements.

2

Feb

Monday

2015

Reports

- The Chart of Accounts is a new report providing a list of your Nominal Ledger Accounts, which can be printed or exported.
- The Trial Balance has been redesigned to make it easier to read, with the ability to sort by Nominal Code, which is now displayed in a separate column.
- The Aged Debtors Report / Aged Creditors Report now includes additional information such as invoice date and invoice total.

Bank Transactions

You can now choose to post directly to Owner drawings when entering Bank Transactions.

Bank Accounts

When creating new bank accounts, it's now optional to enter an Opening Balance.

Usability

Continued usability improvements, such as re-design of the buttons in Customer and Supplier Opening Balances and clearer Payment Terms options in contact records.

Journals

Additional help is now shown when creating journal entries to certain 'Control Accounts'. This helps ensure you understand any impact of posting directly to these accounts.